DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
April 14, 2024

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This recently published image sparked reactions because it provides essential insight. It is another way to see the pandemic’s impact on commercial aviation. It was a massive blow; a full recovery will take a long time.

AerCap

We looked at our data to see what we might add to this issue.

AirInsight
  • The duopoly accounts for over 90% of new deliveries, so we must focus on them
  • 2023 deliveries were near 2011 levels
  • This makes matters look worse than the AerCap chart
  • The recovery has been impressive, given the supply chain disruption
  • This recovery would have been even sharper if there were no Boeing hiccups

In summary, the pandemic was a huge hit.  But commercial aviation takes exogenous hits with remarkable frequency.  It recovers from all of them and returns to its historic growth rate. Not every instrument in the commercial aviation orchestra is back in rhythm yet, but it will come.

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Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

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